613.749.5027

Éric Gibeault

CFP®

  • Certified Financial Planner®
  • Certified by the Government of Canada Pension Centre for the delivery of the Public Service Pension Plan Member Education Session (PSPP Certified)
  • Member of the RocheBanyan Team since 2011
  • He has worked in the financial planning field since 2007
  • Offers bilingual services

 

Éric uses a comprehensive financial planning approach to investing which includes support during the capital accumulation phase, before retirement, all the way to the capital distribution phase after retirement.

 

Éric maintains this approach while keeping tax efficiency and low-costs as primary goals. A key advantage of your relationship with Éric is that you gain access to professionals who are qualified to provide expert advice on every aspect of the financial planning process; investment counseling, pension plan education, insurance, tax, retirement and estate planning.

 

Éric strives to offer independent advice that will enable his clients to make well-informed financial decisions in order to meet their lifetime financial objectives.

 

Éric is an active member of the roster of pension and financial planning expert speakers for The Retirement Planning Institute.

 

Our other team members


  • Tamara L. Baird

    Vice President and Branch Manager

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  • Gilles Carrière

    Certified Financial Planner®

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  • Malcolm B. Fletcher

    Managing Director and Chief Investment Strategist

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  • Andrew Forcier

    Certified Financial Planner®

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  • David A. Gervais

    Certified Health Insurance Specialist, CHS®

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  • Éric Gibeault

    Certified Financial Planner®

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  • Éric Haché

    Financial Advisor

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  • Geneviève Jamault

    Certified Financial Planner®

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  • Rudy Johnson

    Certified Financial Planner®

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  • Anny He

    Financial Advisor

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  • Martin Parker

    Senior Financial Advisor

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  • Robert Théroux

    Certified Financial Planner®

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  • Allan J. Walton

    Certified Financial Planner®

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